Management Assessment & Succession Planning

SOME PEOPLE ARE BORN LEADERS. WE WERE BORN TO DISCOVER THEM.

We know talent. And we will help determine whether your next CEO or other top-level leaders are already among your ranks. Kaplan Partners’ team has decades of Management Assessment experience involving hundreds of leadership teams. Our evaluation expertise provides a truly objective assessment of prospective internal contenders who may be ready to help take your organization to the next level.

The process of executive assessment is critical to talent development and succession planning efforts, whether utilized as part of acquisition due diligence, private capital investment, or to add perspective on an existing leadership team. Highlights of our Management Assessment services include:

  • MEETING WITH THE CLIENT’S BOARD AND/OR CEO TO REVIEW PROJECT OBJECTIVES AND DETERMINE APPROPRIATE PROCESS, TIMELINE, AND DESIRED OUTCOMES
  • CONDUCTING A PERSONAL IN-DEPTH INTERVIEW AND EVALUATION ON EACH EXECUTIVE
  • UTILIZING OUR PREDICTIVE INDEX® ASSESSMENT TOOL TO BRING A LEVEL OF VALIDATED OBJECTIVITY TO THE ASSESSMENT PROCESS, AND PROVIDING ADDITIONAL PERSPECTIVE ON DEVELOPMENTAL AND PROMOTIONAL OPPORTUNITIES
  • PREPARING A COMPREHENSIVE REPORT, INCLUDING AN ACTION PLAN ON EACH EXECUTIVE, FOR PRESENTATION TO THE BOARD AND/OR CEO
  • MEETING WITH THE BOARD AND/OR CEO TO PROVIDE ASSESSMENT FEEDBACK AND SHARE THOUGHTS ON DEVELOPMENT PLANS AND MARKET DATA
  • OFFERING PARTICIPANT FEEDBACK AFTER THE ASSESSMENT PROCESS IS COMPLETE

“We interviewed four other companies before hiring Kaplan Partners, and knew immediately they were the right fit. Their Management Assessment process became a critical element of our board-level succession discussions that guided our decision to consider external candidates. I highly recommend Kaplan Partners for all their talent advisory consulting and executive search capabilities.”

GRETCHEN CHERINGTON

BOARD CHAIR, MASCOMA SAVINGS BANK

LOOK FORWARD TO PLANNING AHEAD.

At Kaplan Partners, we’re ready for the future of your business. We understand the increasing pressures facing growing companies and financial institutions, from regulatory scrutiny to shifting markets to the endless challenges of profitability. Our expert team knows the tangible skills and key competencies your leaders will need to help you navigate the path of future success.

As leaders age and talent pools shrink, succession planning becomes essential to your organization’s future. Our Management Assessment and Succession Planning expertise ensures leadership continuity and a smooth transition, allowing you to:

  • SATISFY REGULATORS WITH BOTH A FORMAL UNDERSTANDING OF YOUR EXECUTIVE TEAM’S CAPABILITIES AND A PLAN OF SUCCESSION FOR KEY POSITIONS
  • CREATE DEVELOPMENT PROGRAMS TO ENHANCE EXECUTIVE PERFORMANCE AND RETENTION
  • REDUCE THE POTENTIAL COSTS AND FREQUENCY OF EXTERNAL EXECUTIVE HIRING
  • AVOID AN OUTFLOW OF CRITICAL TALENT FROM YOUR ORGANIZATION
  • IMPROVE STRATEGIC GROWTH AND PROFIT OUTCOMES THROUGH BETTER ALIGNMENT OF BUSINESS STRATEGY AND HUMAN CAPITAL STRATEGY
Meet Our Experts

“We initially hired Kaplan Partners to advise our bank’s Board on a significant leadership transition. Their team provided input on best practices for CEO succession, and suggested solutions specific to our situation. They quickly became our trusted partners, ensuring we were ready for the transition well in advance.”

GRETCHEN CHERINGTON

BOARD CHAIR, MASCOMA SAVINGS BANK